Brad Jeffrey (CRD# 7434472) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Hoagland, IN and has over 2 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 3175609
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Advisor Network, LLC | Hoagland, IN | May 2021 - Current | 2 |
| Unemployed/sabbatical | Hoagland, IN | Sep 2020 - Apr 2021 | < 1 |
| Lincoln Financial Group | Hoagland, IN | Jun 2004 - Aug 2020 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- IN
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Total Assets Under Management6,164MILLIONS
-
Total Number of Accounts28,513ACCOUNTS
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Average Account Value$216,175
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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